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Intake Forms Clients Fill Out on Their Phone

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Turn your intake packet into a form clients fill out on their phone. In Forms, drop in the packet and Smart Extract turns it into questions, with plain-word help under each one. Send it from the case, or let an automation send it when the case opens.

Clients fill it out whenever it works for them, and the answers land in the case and in a note in your case management system.

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Transcript
Your intake packet can become a form clients fill out on their phone. In Forms, click New and drop in the packet. Smart Extract turns it into questions, with plain-word help under each one. Send it from the case, or let an automation send it when the case opens. The client gets a text and fills it out whenever it works for them. Every question has help right under it, and if they're still stuck, they can reply to the text. When they submit, the answers land in the case, and in a note in your case management system. Your intake team spends less time reading questions out loud, and more time on the conversation that matters.